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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

125 hedge funds and large institutions have $96.6M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
41
Closed
6
Calls
$569K
Puts
$468K
Net Calls
+$101K
Net Calls Change
+$280K

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$2.57M
2
PFS
2
Prospera Financial Services
Texas
$1.55M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.73M
4
Mariner
4
Mariner
Kansas
$589K
5
SFA
5
Sequoia Financial Advisors
Ohio
$285K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.09M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$487K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.02M -$35.7K -389 -3%
FHB
27
First Hawaiian Bank
Hawaii
$958K – – –
BIA
28
Biondo Investment Advisors
Pennsylvania
$898K -$8.72K -95 -1%
RJA
29
Raymond James & Associates
Florida
$894K -$3.49K -38 -0.4%
IFWM
30
Institute for Wealth Management
Colorado
$858K -$6.34K -69 -0.7%
CAN
31
Cetera Advisor Networks
California
$849K -$32K -348 -4%
GAM
32
Garrison Asset Management
Arkansas
$842K -$15.1K -165 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$783K -$57.8K -630 -7%
TYCC
34
Texas Yale Capital Corp
Florida
$757K – – –
KLI
35
Kelman-Lazarov Inc
Tennessee
$756K – – –
US Bancorp
36
US Bancorp
Minnesota
$733K – – –
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$723K -$19.2K -209 -3%
AIP
38
Ahrens Investment Partners
Louisiana
$710K -$21.9K -239 -3%
FTUS
39
Flow Traders U.S.
New York
$698K – – –
ACM
40
Altrius Capital Management
North Carolina
$672K -$125K -1,363 -16%
ANB
41
Amarillo National Bank
Texas
$645K – – –
SFG
42
StrategIQ Financial Group
Indiana
$630K -$96.7K -1,053 -13%
KAS
43
Kestra Advisory Services
Texas
$626K -$57.8K -630 -8%
WB
44
Webster Bank
Connecticut
$595K -$45.5K -495 -7%
Mariner
45
Mariner
Kansas
$589K +$330K +3,602 +128%
DWP
46
Destiny Wealth Partners
Florida
$562K – – –
MA
47
Montag & Associates
Georgia
$513K – – –
GW
48
GW & Wade
Massachusetts
$496K +$92 +1 +0%
TRCT
49
Tower Research Capital (TRC)
New York
$487K -$420K -4,568 -46%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$472K – – –
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